Rep. Kevin Hern Unloads Shares of The TJX Companies, Inc. (NYSE:TJX)

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of The TJX Companies, Inc. (NYSE:TJX). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in TJX Companies stock on August 31st. The trade occurred in the Representative’s “HERN FAMILY FOUNDATION” account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of CenterPoint Energy (NYSE:CNP) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of TJX Companies (NYSE:TJX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of STERIS (NYSE:STE) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of IQVIA (NYSE:IQV) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Emerson Electric (NYSE:EMR) on 9/14/2026.

TJX Companies Stock Performance

Shares of TJX traded up $2.85 during mid-day trading on Tuesday, reaching $133.10. The company had a trading volume of 4,225,816 shares, compared to its average volume of 5,948,147. The stock has a market capitalization of $146.40 billion, a P/E ratio of 24.56, a PEG ratio of 2.34 and a beta of 0.60. The TJX Companies, Inc. has a 52-week low of $122.78 and a 52-week high of $170.00. The stock has a 50 day moving average of $142.28 and a two-hundred day moving average of $151.91. The company has a quick ratio of 0.56, a current ratio of 1.15 and a debt-to-equity ratio of 0.18.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The company had revenue of $15.18 billion during the quarter, compared to the consensus estimate of $15.16 billion. During the same period in the previous year, the company posted $1.10 earnings per share. TJX Companies’s revenue for the quarter was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. On average, analysts expect that The TJX Companies, Inc. will post 5.22 earnings per share for the current year.

TJX Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Thursday, November 12th will be paid a $0.48 dividend. The ex-dividend date is Thursday, November 12th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.4%. TJX Companies’s dividend payout ratio is presently 35.49%.

Key Headlines Impacting TJX Companies

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: Store expansion supports long-term growth. Strong performance from new locations is encouraging TJX to accelerate expansion across rural, urban and established markets, potentially increasing sales and earnings over time. TJX Companies’ New Store Strength: Can Expansion Accelerate Growth?
• Positive Sentiment: Higher guidance reinforces the earnings outlook. TJX raised its outlook, signaling confidence in demand and operating performance even though the market’s initial reaction was subdued. The company previously reported quarterly EPS and revenue slightly ahead of consensus, with revenue up year over year. TJX Companies stock falls 1.16 percent as guidance rises
• Positive Sentiment: Off-price demand remains a structural tailwind. TJX and Burlington benefit from shoppers seeking recognizable brands at discounted prices. TJX’s merchandising capabilities, value proposition and store growth could help it remain the stronger investment option among off-price retailers. TJX vs. BURL: Which Off-Price Stock Is the Better Buy Now?
• Positive Sentiment: Recent problems may be temporary. A bullish analysis argues that TJX’s operational issues are manageable and that the company’s scale, balance sheet and off-price model remain intact, supporting the case for a recovery. The TJX Companies’ Problems Are Only Temporary
• Neutral Sentiment: Board appointment adds governance expertise. Craig A. Pintoff joins TJX’s Board and Audit and Finance Committee, bringing experience in risk management, compliance, human capital and international operations from United Rentals. The appointment is strategically relevant but has limited immediate earnings impact. What Does TJX Companies Gain From Adding Craig Pintoff To Its Board?
• Negative Sentiment: Valuation remains a key risk. One analysis estimates TJX could be about 24% overvalued, arguing that its substantial multiyear share-price gains require stronger future cash-flow growth. Persistent concerns at the Marmaxx division could make that valuation harder to justify. TJX Stock Could Be 24% Overvalued As Marmaxx Concerns Persist
• Negative Sentiment: Fair-value concerns could limit upside. Another valuation analysis concludes that TJX remains above its estimated fair value despite its pullback, leaving the stock vulnerable if growth or margins disappoint. The TJX Companies: Trading 11% Above My Fair Value Estimate Despite The Selloff

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on TJX shares. Erste Group Bank downgraded TJX Companies from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Wells Fargo & Company dropped their target price on TJX Companies from $160.00 to $140.00 and set an “equal weight” rating on the stock in a report on Thursday, August 20th. Guggenheim set a $152.00 price objective on TJX Companies in a report on Monday, August 31st. Morgan Stanley set a $178.00 target price on shares of TJX Companies and gave the stock an “overweight” rating in a research report on Thursday, August 20th. Finally, Weiss Ratings downgraded TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $171.63.

Institutional Investors Weigh In On TJX Companies

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Danske Bank A S bought a new stake in shares of TJX Companies during the 2nd quarter valued at $829,000. J.Safra Asset Management Corp grew its position in shares of TJX Companies by 78.3% in the 4th quarter. J.Safra Asset Management Corp now owns 6,805 shares of the apparel and home fashions retailer’s stock valued at $1,045,000 after buying an additional 2,989 shares during the last quarter. Bluedoor Private Wealth LLC bought a new stake in TJX Companies in the fourth quarter worth approximately $2,559,000. Sigma Planning Corp raised its holdings in shares of TJX Companies by 82.0% in the second quarter. Sigma Planning Corp now owns 20,903 shares of the apparel and home fashions retailer’s stock valued at $3,167,000 after purchasing an additional 9,417 shares during the last quarter. Finally, Man Group plc purchased a new position in shares of TJX Companies in the second quarter valued at $217,422,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.

Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

TJX Companies Company Profile

The TJX Companies, Inc is an off-price retailer that sells apparel, footwear, accessories, home furnishings and other merchandise at prices generally below those of traditional department and specialty stores. Its inventory typically includes branded, designer and name-brand products purchased through opportunistic buying, including order cancellations, excess production and closeout merchandise. Product selection and pricing can vary by store and change frequently.

The company operates a portfolio of retail chains in the United States, Canada, Europe and Australia.